ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 550 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $303,000 | -52.0% | 5,794 | -57.6% | 0.38% | -54.8% |
| Q1 2020 | $631,000 | +38.1% | 13,665 | +88.4% | 0.85% | +117.7% |
| Q4 2019 | $457,000 | +10.7% | 7,253 | +1.4% | 0.39% | -9.3% |
| Q3 2019 | $413,000 | +22.9% | 7,152 | +20.7% | 0.43% | +43.0% |
| Q2 2019 | $336,000 | +0.3% | 5,923 | -2.9% | 0.30% | -11.2% |
| Q1 2019 | $335,000 | +20.1% | 6,102 | +7.2% | 0.34% | +2.4% |
| Q4 2018 | $279,000 | – | 5,690 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 262,590 | $37,818,000 | 16.68% |
| ASPIRIANT, LLC | 1,387,911 | $70,700,000 | 6.15% |
| ALLEGHANY CORP /DE | 2,637,000 | $134,328,000 | 4.98% |
| Simply Money Advisors | 444,944 | $22,665,000 | 3.09% |
| Peak Capital Management LLC | 76,565 | $3,900,000 | 2.18% |
| Financial Planning & Information Services, Inc. | 89,353 | $4,552,000 | 1.64% |
| Edge Advisors, LLC | 271,725 | $13,841,000 | 1.58% |
| Oliver Luxxe Assets LLC | 46,455 | $2,366,000 | 1.54% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 200,008 | $10,188,000 | 1.46% |
| Steinberg Global Asset Management | 186,831 | $9,517,000 | 1.45% |